401(k) · DOL Form 5500 · 2022

Dave Arbogast Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
193
Participants Below avg headcount
48th
Percentile by assets National rank
$22,963
Avg per participant Low balance/head
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Official DOL plan name: Dave Arbogast Group, Inc. 401(k) Plan · Sponsored by Dave Arbogast Group, Inc. · Ohio · Retail Trade

$4M in assets, 193 participants

Dave Arbogast Group, Inc.'s Dave Arbogast Group, Inc. 401(k) Plan reported $4M in total assets and 193 participants in its 2022 DOL Form 5500 filing, ranking in the 48th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,490 in Retail Trade (9,519 peers)

Coverage in Ohio

Dave Arbogast Group, Inc. 401(k) Plan covers 193 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#5,490
in Retail Trade (9,519 peers)
-25.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dave Arbogast Group, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Dave Arbogast Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,431,858 48th percentile higher than 48% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Dave Arbogast Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dave Arbogast Group, Inc. 401(k) Plan sits mid-pack in the medium band (193 participants).

EBSA filing schedule strip

Filing strip 311409301 · Dave Arbogast Group, Inc. PY 2022 · 401(k)

Dave Arbogast Group, Inc. 401(k) Plan · $4M · 193 · 48th

  • RANK $4M
  • PHOTO 193
  • IND 48th
  • EOY 401(k)
  • 5500 near Salem Family Dental, PC 401(k) Profit Sharing Plan
  • ASSETS ind #5490

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Ohio →

Dave Arbogast Group, Inc. 401(k) Plan in the asset neighbourhood

Dave Arbogast Group, Inc. 401(k) PlanDave Arbogast Group, Inc. 40…$4MSalem Family Dental, PC 401(k) Profit Sharing PlanSalem Family Dental, PC 401(…$4MJalbert Leasing, Inc. Employee Retirement & Savings PlanJalbert Leasing, Inc. Employ…$4MJohnny Was 401(k) Plan$4MYounger Auto Group 401(k) PlanYounger Auto Group 401(k) Pl…$4M
End-of-year total assets ($M) among Dave Arbogast Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN311409301
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dave Arbogast Group, Inc.)

Sponsor-wide plan assets over time

All Dave Arbogast Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.090584129726178% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.43M $5.23M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 193 $4M
2023 1 152 $5M
2024 1 142 $5M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Dave Arbogast Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Dave Arbogast Group, Inc. 401(k) Plan, Total assets ($B): 0.004431858 · Participants: 193Dave Arbogast Group, Inc. 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Dave Arbogast Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Dave Arbogast Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Salem Family Dental, PC 401(k) Profit Sharing Plan in NH ($4M); by covered participants it is K&d Services 401(k) Plan in WA (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dave Arbogast Group, Inc. 401(k) Plan assets move in 2022?
Dave Arbogast Group, Inc. 401(k) Plan declined sharply - down 25.5% during 2022, from $6M to $4M. Reported net income was -$2M.
How have Dave Arbogast Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Dave Arbogast Group, Inc.'s sponsor-wide assets grew 18.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Dave Arbogast Group, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Salem Family Dental, PC 401(k) Profit Sharing Plan in NH ($4M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Dave Arbogast Group, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is K&d Services 401(k) Plan in WA (193 participants, $598K in assets).